Create Your First Chatbot (Step by Step)

Create Your First Chatbot (Step by Step)

A chatbot is a little chat window that sits on your website and answers your visitors' questions automatically, day and night, using AI. This guide takes you from an empty screen to a working bot you can watch answer a real question. No experience needed.

What you'll end up with

A chat bubble in the corner of your website. When a visitor clicks it, they can type a question and get an instant answer trained on your content. That's it. Let's build one.

Step 1: Open the Chatbots area

1. Look at the left sidebar of WRRK.
2. Click Chatbots.

You'll land on a page listing all your bots. If this is your first time, the list will be empty — that's expected.

Step 2: Click "New Chatbot"

1. Near the top-right of the Chatbots page, click the New Chatbot button.

This opens a simple 3-step wizard: Train → Customize → Get code. Don't worry, it's short.

Step 3: Train — give your bot something to answer from

A bot needs to know something before it can help anyone. This is the most important step.

1. In the Website URL box, type your website address (for example www.yourcompany.com). WRRK will read (crawl) that site and learn from it.
2. No website? No problem. Click Add custom text and paste in anything the bot should know — an FAQ, your pricing, your hours, product details. Anything you paste here becomes knowledge the bot can use.
3. You need at least one of these — a URL or some custom text. That's the only requirement to move on.
4. Click Next.

Behind the scenes, WRRK now creates your bot with sensible defaults (a friendly tone, a default welcome message, and your brand color) and starts learning from what you gave it.

Tip: Training runs in the background. If a website crawl fails, WRRK tells you so — you can always add more knowledge later from the Knowledge tab.

Step 4: Customize — make it look like yours

This step is all optional — your bot already works. But it's nice to make it feel on-brand. As you change things, a live preview on the right updates instantly so you can see exactly what visitors will see.

1. Avatar — pick a friendly emoji, upload your logo, or use initials.
2. First message — the greeting shown when someone opens the chat (e.g. "Hi! How can I help you today?").
3. Tone — Friendly, Professional, or Casual. A sample reply shows how each one sounds.
4. Color — click a preset or paste your brand's hex color (like #f97316).
5. Placement — bottom-left or bottom-right corner, plus text size.
6. Click Next.

Step 5: Get code — put the bot on your site

WRRK gives you a small snippet of code to paste into your website.

1. Click Copy code.
2. Pick your platform (HTML, WordPress, Shopify, Wix, or Squarespace) to see exactly where to paste it.
3. Paste it, save, and re-publish your site. The chat bubble now appears on every page.

You can also do this later — click Done to jump into your bot's dashboard.

Step 6: See it working (before you even embed it)

You don't have to wait until it's on your website to try it.

1. Go to Chatbots in the left sidebar and click your new bot.
2. On the bot's dashboard, click the Test Bot button (top-right).
3. A live chat preview slides in. Type a real question your visitors might ask and watch it answer.

If the answer looks off, that usually means the bot needs more knowledge — head to the Knowledge tab and add more. See Training Your Chatbot for details.

The very first thing to do after creating

Test it. Ask it 3–5 questions a real visitor would ask. This one habit catches most problems before your customers ever see them. See Testing Your Bot Before You Launch.

What's next

• Give it a personality: Setting Your Bot's Personality & Tone
• Make the widget yours: Customizing How Your Widget Looks
• Set safe limits: Guardrails: Confidence, Limits & Requiring an Email
• Put it live: Installing & Embedding Your Chatbot

Quick recap

1. Chatbots (left sidebar) → New Chatbot
2. Train — add a URL or paste text
3. Customize — color, avatar, tone (optional)
4. Get code — copy and paste into your site
5. Test Bot — try it and iterate

That's your first chatbot. Nicely done.